Project workspace classic - Legacy

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Project workspace classic - Legacy

    The Classic Project Workspace in ServiceNow enables you to define, plan, track, and monitor your projects from a centralized location. It provides project status reports and key performance indicators (KPIs) to support informed decision-making and timely project actions. This workspace is part of the Yokohama release but is being prepared for future deprecation—while it remains supported, it will no longer be available for new installation. ServiceNow recommends transitioning to the new Project Workspace for an enhanced user interface and improved project management experience.

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    Key Features

    • My Projects Space: Displays up to 200 recently updated projects as configurable cards, allowing quick access to project details.
    • Banner Icons: Includes navigation tools such as Home (to return to project list), Project choice list (to select projects based on filters), and Project checklist (to manage project activities).
    • Tabs within Project Workspace:
      • Analytics: Presents insights on open risks, issues, and milestone delays.
      • Details: Allows defining critical project parameters like duration, cost, and organizational value.
      • Planning: Accesses the planning console for scheduling, resource assignments, baseline creation, and critical path visualization.
      • Resources: Enables project managers to locate resources and manage resource plans.
      • Financials: Displays cost breakdowns, budgets, benefit plans, and baseline comparisons to track financial performance.
      • Status Report: Provides access to project status reports for ongoing monitoring.

    Practical Usage for ServiceNow Customers

    • Access all your projects in one place and configure project card views for quick status overviews.
    • Use the Analytics tab to monitor project health indicators and anticipate issues.
    • Define project scope and financial details accurately within the Details and Financials tabs.
    • Perform comprehensive planning using the Planning tab, including schedule and resource management.
    • Track project progress and resource allocation efficiently using the Project Workbench and Resources tab.
    • Manage project budgets by requesting funds, entering actual expenditures, and comparing financial baselines.
    • Generate and review status reports to keep stakeholders informed and support decision-making.

    Important Considerations

    Since Classic Project Workspace is slated for deprecation, ServiceNow customers should plan to transition to the new Project Workspace to leverage enhanced UI capabilities and ongoing innovations in project management functionality.

    Define, plan, track, and monitor your projects from a single location. View status reports and KPIs to take further actions for the project.

    Important:

    Classic Project Workspace is being prepared for future deprecation. It will be hidden and no longer available for installation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. Use new Project Workspace with enhanced UI to help you efficiently manage your projects.

    Projects in the My Projects Space page

    The project workspace overview page — My Projects Space — displays projects as cards based on filter criteria. A maximum of the 200 most recently updated projects appear on the page. Clicking a card opens the project in the project workspace. You can configure the information that is displayed on a card.

    Figure 1. Project cards on the My Projects Space page
    Screenshot for project cards on the My Projects Space page.

    The components of the workspace are:

    Banner icons

    The following banner icons are available in project workspace:

    Home
    The home icon (Home icon.) enables you to return to the list of project cards on My Projects Space page.
    Project choice list
    The choice list displays the projects that you can select to open in project workspace. The projects in the choice list appear based on the filter criteria applied in My Projects Space page.
    Project checklist
    The checklist icon (Checklist icon.) helps you to build the checklist of activities that must be completed in a project.

    Tabs in the project workspace

    The project workspace comprises of the following tabs described at a high level:

    Analytics
    The Analytics tab provides analytics on project aspects such as open risks, open issues, and delayed milestones.
    Details
    The Details tab opens the project form and enables you to define important aspects of the project.
    Planning
    The Planning tab opens the project in the planning console. The tab also enables you to navigate to Project workbench and track your project in the workbench.
    Resources
    The Resources tab enables you to find resources, and create and manage the resources plans for the project and project tasks. The tab is available only to a project manager.
    Financials
    The Financials tab displays breakdowns of cost components of a project: planned cost, estimated returns, allocated budget, cost plans, and benefit plans. You can create baselines and compare baselines from this tab to track changes occurring during execution of project or demand.
    Status Report
    The Status Report tab displays the project status reports.
    Figure 2. Project workspace example
    Project workspace example.